Funding Innovation CMS recently launched the Capital Market CD (CMCD) program to provide a new, consistent funding source for credit unions, presenting a clear opportunity to upsell funding solutions, liquidity optimization services, and advisory offerings around deposit programs.

Credit Union Focus CMS specializes exclusively in credit unions, with deep understanding of their regulatory environment and risk management needs, suggesting strong alignment for selling tailored asset/liability management, risk tools, and strategic asset solutions to similar clients.

Strategic Advisory As a registered investment advisor offering balance sheet advisory, CMS can position as a comprehensive partner for credit unions seeking loan participation services, funding strategies, and capital markets insights to maximize earnings.

Growth Signals Recent leadership hire in loan participations and the CMCD program launch indicate growth and expansion momentum, which can be leveraged to initiate introductions to potential new credit union clients and cross-sell advisory and funding services.

Digital Footprint CMS uses a multi-platform tech stack (Wix, WordPress, Google Cloud) and maintains visible online presence, enabling scalable marketing outreach, content marketing, and digital outreach to target credit unions through webinars, case studies, and thought leadership.